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Concert Wealth Management’s Lockheed Martin LMT Stock Holding History

Concert Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,092
Closed -$303K – 87
2017
Q2 		$303K Sell
1,092
-3,333
-75% -$916K 0.29% 101
2017
Q1 		$1.09M Buy
4,425
+19
+0.4% +$4.98K 0.25% 118
2016
Q4 		$1.09M Sell
4,406
-2,844
-39% -$711K 0.24% 118
2016
Q3 		$1.73M Sell
7,250
-67
-0.9% -$16.8K 0.21% 117
2016
Q2 		$1.8M Buy
7,317
+1,097
+18% +$259K 0.24% 108
2016
Q1 		$1.38M Buy
6,220
+2,975
+92% +$640K 0.18% 141
2015
Q4 		$706K Buy
3,245
+159
+5% +$34.5K 0.09% 272
2015
Q3 		$639K Buy
3,086
+273
+10% +$55.5K 0.09% 288
2015
Q2 		$528K Sell
2,813
-176
-6% -$33.9K 0.07% 348
2015
Q1 		$274K Buy
2,989
+163
+6% +$32.2K 0.08% 318
2014
Q4 		$543K Buy
2,826
+427
+18% +$79.3K 0.08% 302
2014
Q3 		$436K Buy
2,399
+490
+26% +$83.4K 0.06% 299
2014
Q2 		$291K Buy
1,909
+576
+43% +$93.6K 0.04% 424
2014
Q1 		$213K Buy
+1,333
New +$209K 0.03% 490

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's LMT Position: Q3 2017 in Review

Concert Wealth Management sold out of Lockheed Martin (LMT) in Q3 2017, closing a stake of 1,092 shares — an estimated $303K sold.

Concert Wealth Management first reported a position in LMT in Q1 2014 and held it in 14 quarters. The position peaked at $1.8M in Q2 2016. 1,300 funds tracked by Wall St. Rank hold LMT as of Q3 2017.

  • Concert Wealth Management reported no remaining Lockheed Martin position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,092 Lockheed Martin shares in Q3 2017, an estimated $303K.
  • Concert Wealth Management first reported a position in Lockheed Martin in Q1 2014 and held it in 14 quarters.
  • Concert Wealth Management's Lockheed Martin position peaked at $1.8M in Q2 2016.
  • 1,300 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.